Podcasts – FNCE 2280 – Investments

In this lesson we examine dollar cost averaging. Lesson 55 – Dollar Cost Averaging Advertisements

In this lesson we compare and contrast individual and institutional investors. Lesson 54 – Institutional and Individual Investors

In this lesson we examine how life cycle theory can be used to inform the individual’s asset allocation decision. Lesson 53 – Life Cycle Theory of Risk and Asset Allocation

In this lesson we explore the role of asset allocation in determining a portfolio’s return. Lesson 52 – Asset Allocation

In this lesson we introduce the portfolio management process. Lesson 51 – The Portfolio Management Process

In this lesson we examine how breadth and sentiment indicators, both “technical indicators”, can be used in technical analysis. Lesson 50 – Technical Indicators 

In this lesson we examine how moving average can be utilized in technical analysis to predict bear and bull trends. Lesson 49 – Technical Analysis and Moving Average

In this lesson we learn how how OHLC bars are formed. We also examine how support and resistance lines are formed to create continuation patterns and indicate changing trends. Lesson 48 – Charting with OHLC, Support and Resistance

In this lesson we introduce technical analysis and “Dow Theory” as price and volume are examined to spot bear and bull trends. Lesson 47 – Introduction to Technical Analysis

In this lesson we examine different perspectives one can use to consider growth when formulating a P/E model. Lesson 46 – Growth Rate and Analytic Perspectives in P/E Modelling

In this lesson we examine the role of ROE and the sustainable (internal) growth in formulating earnings expectations and estimating intrinsic value in fundamental models. Lesson 45 – ROE and Growth Rates in Fundamental Analysis

In this section we look at how a company’s financial statements portray earnings and their role in fundamental analysis. Lesson 44 – An Overview of Financial Statements in Fundamental Analysis

In this lesson we examine the bottom-up strategy of looking for “growth” stocks. Lesson 43 – Bottom Up Fundamental Strategies – Growth Companies

In this lesson we examine the bottom-up strategy of looking for “value” stocks. Lesson 42 – Bottom Up Fundamental Strategies – Value Companies

In this lesson we examine top down fundamental strategies focusing on sector rotation, marketing timing and asset allocation strategies. Lesson 41 – Top Down Fundamental Strategies

In this examine we give a general overview to using passive and active techniques to assess stock valuations. Lesson 40 – Introduction to Active and Passive Stock Strategies

In this lesson we examine how to model the required rate of return using the DDM Lesson 39 – An Example of DDM Construction and the Implied Required Rate of Return

In this lesson, we show how an analyst would use research with the DDM to create a model stock price. Lesson 38 – An Example of DDM Construction and Price Valuation

In this example we investigate the concept of how future earnings “justify” higher and lower P/E values and how this can be used evaluate the price of a stock. Lesson 37 – Fundamental Analysis and the P/E Ratio Model

In this lesson we introduce how to use the dividend discount model to evaluate a stock’s price. Lesson 36 – Fundamental Analysis and the Dividend Discount Model

In this lesson we examine how to calculate bond yields. Lesson 35 – Bond Yields

In this lesson we examine how the intrinsic value is used to calculate the price of a bond. We also examine how to calculate the accrued interest of a bond and incorporate it into the bond’s cash price. Lesson 34 … Continue reading →

In this lesson we examine how bonds are valued using the concept of “intrinsic value”. Lesson 33 – Intrinsic Value and Bond Valuation

In this lesson we examine implications for investment strategies in efficient markets and some anomalies which contradict the efficient market hypothesis. Lesson 32 – EMH Investing Implications and Anomalies

In this lesson we examine the efficient market hypothesis and how it considers information to assess the value of a stock. Lesson 31 – The Efficient Market Hypothesis (EMH)

In this lesson we explore how beta, as a measurement of risk, can be used to calculate the required rate of return needed to justify the risk associated with an individual asset in the CAPM. Lesson 30 – Beta and the … Continue reading →

In this lesson we examine how to measure risk and return in a portfolio. We then examine how theories of risk and return create the theories of risk minimization of modern portfolio theory. Lesson 27 – Portfolio Risk and Return … Continue reading →

In this lessons we examine how to use standard deviation to measure securities risk. Lesson 26 – Uncertainty, Risk and Standard Deviation

In this lesson we examine the concept of standard deviation as a measurement of risk and identify the sources of systematic and non-systemic securities risk. Lesson 25 – Measurement and Sources of Risk

In this lesson we examine how the geometric and arithmetic means are calculated and used to measure expected return. Lesson 24 – Geometric and Arithmetic Means

In this lesson we examine the rules and dynamics associated with short selling. Lesson 23 – Short Selling

In this lesson we discuss how one can use margin to buy securities. We also discuss the minimum account balances and maximum allowable loans when maintaining a margin position. Lesson 22 – Buying on Margin

In this lesson we will discuss the different types of orders and investor can place when buying or selling a security. Lesson 21 – Securities Orders

In this lesson we will discuss how a trade is cleared as well as the different rules and regulations which govern market activity. Lesson 20 – Market Clearing and Market Regulations

In this lesson we discuss the different types of brokerages and brokerage accounts. Lesson 19 – Brokerages and Brokerage Accounts

In this lesson we will examine the structure of secondary markets and describe how indexes are used to measure secondary market activity. Lesson 18 – Secondary Markets

In this lesson we look at the role of financial markets in the creation and distribution of financial securities. We also examine how securities are created and sold in the primary market as well as the process of underwriting an … Continue reading →

In this lesson we examine the categories of mutual funds and fees associated with owning mutual funds. Lesson 16 – Mutual Fund Categories and Fees

In this lesson we examine how Net Asset Value (NAV) is used to value mutual funds. Lesson 15 – Net Asset Value of Mutual Funds

In this lesson we examine the three structure of investment funds – unit trust, open-end and close-end. Lesson 14 – Introduction to Investment Funds

In this lesson we examine the structure of options, futures and forwards. Lesson 13 – Derivatives

In this we examine some of the characteristics of common shares and where one looks to understand the share’s value. Lesson 12 – Characteristics of Common Shares.

In this lesson we examine the structure of common shares to compare and contrast their characteristics to preferred shares. Lesson 11 – Common Shares

In this lesson we examine preferred shares and the idea of it being a “hybrid” security more closely. Lesson 10 – Preferred Shares

In this lesson will introduce equity securities such as preferred shares and common shares, comparing and contrast their equity characteristics. Lesson 9 – Introduction to Equity Securities

In this short lesson we examine how asset back securities function. Lesson 8 – Asset Backed Securities

In this lesson we explore typical clauses used to modify bond contracts and the system used to rate bonds. Lesson 7 – Bond Contract Details and Bond Ratings